Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Capital Markets

<ul>
<li>This is our 9th "Annual Edition of the Major Korean IPOs Pipeline Preview" at Smartkarma.</li>
<li>This insight will feature 50 of the biggest potential IPOs in Korea in 2024.</li>
<li>These 50 IPOs in Korea are likely to represent more than 80% of all capital raised through IPOs in Korea next year.</li>
</ul>


This is our 9th "Annual Edition of the Major Korean IPOs Pipeline Preview" at Smartkarma.
This insight will feature 50 of the biggest potential IPOs in Korea in 2024.
These 50 IPOs in Korea are likely to represent more than 80% of all capital raised through IPOs in Korea next year.


Private Capital Markets

<ul>
<li>LG CNS provides various IT consulting services in the key digital growth areas including cloud, artificial intelligence (AI), big data, smart factory, and smart logistics.</li>
<li>LG CNS's core strength in the AI sector is to capitalize on all the major AI based technologies and providing consulting services to business customers to improve their operations. </li>
<li>LG Corp (003550 KS) owns 49.95% stake in LG CNS, which is expected to complete its IPO sometime in 2023/2024.</li>
</ul>


LG CNS provides various IT consulting services in the key digital growth areas including cloud, artificial intelligence (AI), big data, smart factory, and smart logistics.
LG CNS's core strength in the AI sector is to capitalize on all the major AI based technologies and providing consulting services to business customers to improve their operations. 
LG Corp (003550 KS) owns 49.95% stake in LG CNS, which is expected to complete its IPO sometime in 2023/2024.


LG CNS: Aggressive Expansion of AI Capabilities in B2B IT Consulting Services

<ul>
<li>This is our 8th "Annual Edition of the Major Korean IPOs Pipeline Preview" at Smartkarma! </li>
<li>This insight will feature 50 of the biggest potential IPOs in Korea in 2023. </li>
<li>The overall IPO market in Korea is likely to continue to be weak in 1H 2023, although there are some potential for a rebound in 2H 2023. </li>
</ul>


This is our 8th "Annual Edition of the Major Korean IPOs Pipeline Preview" at Smartkarma! 
This insight will feature 50 of the biggest potential IPOs in Korea in 2023. 
The overall IPO market in Korea is likely to continue to be weak in 1H 2023, although there are some potential for a rebound in 2H 2023. 


Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

<ul>
<li>The question now is whether this event can lead to a structural uptrend in LG Corp. I am skeptical about this.</li>
<li>LG Corp took a preemptive action to increase its attractiveness as a dividend stock to prevent a share price decline ahead of the listing of LG CNS.</li>
<li>However, this measure does not address the root cause of LG Corp's massive NAV discount. So, I would consider a short position setup for LG Corp.</li>
</ul>


The question now is whether this event can lead to a structural uptrend in LG Corp. I am skeptical about this.
LG Corp took a preemptive action to increase its attractiveness as a dividend stock to prevent a share price decline ahead of the listing of LG CNS.
However, this measure does not address the root cause of LG Corp's massive NAV discount. So, I would consider a short position setup for LG Corp.


Short LG Corp on the Unsustainable Price Spike

South Korea

LG CNS Co., Ltd. provides information technology services and solutions. The Company offers consulting, system integration, outsourcing, convergence, video solutions, conditional access systems, and interactive digital television solutions. LG CNS serves customers worldwide.

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LG CNS (064400 KS)

2024 Major IPOs Pipeline in Korea

This insight will feature 50 of the biggest potential IPOs in Korea in 2024. This is our 9th "Annual Edition of the Major Korean IPOs Pipeline...

Douglas Kim

LG CNS: Aggressive Expansion of AI Capabilities in B2B IT Consulting Services

LG CNS's core strength in the AI sector is to capitalize on all the major AI based technologies and providing consulting services to business...

Douglas Kim

2023 Major IPOs Pipeline in Korea

This is our 8th "Annual Edition of the Major Korean IPOs Pipeline Preview" at Smartkarma! This insight will feature 50 of the biggest potential...

Douglas Kim

Short LG Corp on the Unsustainable Price Spike

This post discusses why LG Corp's 10% price surge on Monday, driven by the improved shareholder return policies, should be a good entry point for a...

Sanghyun Park

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